--- title: "Connect Call Loop 2.0 and PocketSmith - APIANT.ai" description: "When \"Contact Added to List\" fires in Call Loop 2.0, your agent runs \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/call-loop-2-0-to-pocketsmith" --- # Connect Call Loop 2.0 and PocketSmith When **Contact Added to List** fires in [Call Loop 2.0](https://apiant.ai/connections/call-loop-2-0), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Create (Update) Contact** in Call Loop 2.0. Describe the whole flow and it is built, tested on every scenario and kept running. Call Loop 2.0 **2** triggers Call Loop 2.0 **13** actions PocketSmith **1** trigger PocketSmith **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Call Loop 2.0 and PocketSmith to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Call Loop 2.0 and PocketSmith can do together ### From Call Loop 2.0 to PocketSmith - When **Contact Added to List** in Call Loop 2.0 then **Add category** in PocketSmith - When **Contact Created or Updated** in Call Loop 2.0 then **Add transaction** in PocketSmith ### From PocketSmith to Call Loop 2.0 - When **New transaction** in PocketSmith then **Create (Update) Contact** in Call Loop 2.0 - When **New transaction** in PocketSmith then **Send SMS / MMS Message** in Call Loop 2.0 Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Call Loop 2.0 and PocketSmith ## Triggers and actions 3 triggers · 26 actions - Trigger **Contact Added to List** Triggers when a contact is added to the selected Call Loop list. - Trigger **Contact Created or Updated** Triggers when a contact is created or updated in Call Loop. - Action **Add list** Creates a new contact list in Call Loop and returns the created list. - Action **Create (Update) Contact** Creates a contact, or updates the existing contact with the same phone number, and returns the saved contact. - Action **Delete contact** Permanently deletes one or more contacts by ID and returns a confirmation with the number deleted. - Action **Find contacts by search term** Returns the Call Loop contacts that match a search term, optionally narrowed by status and subscription state. - Action **Get contact** Returns one Call Loop contact by its ID, including its status, subscription state, lists, custom field values and messaging activity. An error occurs if the contact is not found. - Action **Get message** Returns a message's current delivery status and details, looked up by its ID or state UUID. An error occurs if the message is not found. - Action **List contacts** Returns the contacts in your Call Loop organization, optionally filtered by status, search text or subscription state. Deleted contacts are not included. - Action **Send Ringless Voicemail** Queues a ringless voicemail drop to a phone number using an audio file already in your Call Loop account. Returns the queued message and its delivery state. - Action **Send SMS / MMS Message** Queues one SMS or MMS message to a phone number from a number on your Call Loop account, and returns the queued message with its status. - Action **Send Voice Broadcast** Queues one outbound voice call to a phone number, playing an uploaded audio file on live answer, as a voicemail, or both. Returns the queued message and its status. - Action **Update contact** Updates an existing Call Loop contact by ID, changing only the fields you fill in, and returns the saved contact. - Action **Update list** Renames an existing contact list and returns the updated list. - Action **Update Opt-In Status** Sets whether one contact is subscribed to text messages and to calls and ringless voicemail. No message is sent. - Trigger **New transaction** Fires when a new transaction appears in the authorised user's PocketSmith accounts. - Action **Add category** Create a new category for the authorised user. - Action **Add transaction** Create a new transaction in a PocketSmith transaction account. - Action **Delete category** Delete a category by id. - Action **Delete transaction** Delete a transaction by id. - Action **Get account** Retrieve a single account by id. - Action **Get category** Retrieve a single category by id. - Action **Get transaction** Retrieve a single transaction by id. - Action **List accounts** List all bank/investment accounts for the authorised user. - Action **List categories** List all categories for the authorised user. - Action **List transaction accounts** List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions. - Action **List transactions** List transactions for the authorised user, with filters for date range, category, account, type and search text. - Action **Update category** Update an existing category's title, colour or parent. - Action **Update transaction** Update fields on an existing transaction (amount, payee, date, category, note, labels). ## Each app on its own - [ **Call Loop 2.0** Call Loop is an all-in-one SMS Texting, Voice Broadcasts, & Ringless Voicemail platform.](https://apiant.ai/connections/call-loop-2-0) - [ **PocketSmith** Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web.](https://apiant.ai/connections/pocketsmith) Reviews ## What our customers say ## More from Call Loop 2.0 - [ **Call Loop 2.0 to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/call-loop-2-0-to-hubspot) - [ **Call Loop 2.0 to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/call-loop-2-0-to-salesforce) - [ **Call Loop 2.0 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/call-loop-2-0-to-slack) - [ **Call Loop 2.0 to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/call-loop-2-0-to-google-sheets) - [ **Call Loop 2.0 to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/call-loop-2-0-to-gmail) - [ **Call Loop 2.0 to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/call-loop-2-0-to-google-calendar) ## More into PocketSmith - [ **HubSpot to PocketSmith** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pocketsmith) - [ **Slack to PocketSmith** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pocketsmith) - [ **Google Sheets to PocketSmith** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pocketsmith) - [ **Gmail to PocketSmith** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pocketsmith) - [ **Google Drive to PocketSmith** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pocketsmith) - [ **Mailchimp to PocketSmith** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pocketsmith) Questions ## Call Loop 2.0 and PocketSmith, answered ### ### What can start an automation from Call Loop 2.0? Any of Call Loop 2.0's 2 triggers in the catalog, including Contact Added to List and Contact Created or Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Call Loop 2.0? Any of PocketSmith's 13 actions, including Update category, Update transaction, Add category and Add transaction. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PocketSmith to Call Loop 2.0? Yes. When something happens in PocketSmith, your agent can act in Call Loop 2.0 too. This page covers both directions: PocketSmith's triggers and Call Loop 2.0's actions are listed here as well. ### ### Do I have to build a connector for Call Loop 2.0 or PocketSmith? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Call Loop 2.0 and PocketSmith without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.